DOSSIER · 13F-HR · Q2 2026

Landing Point Financial Group, LLC

$294M in tracked AUM across 99 positions as of Q2 2026.

LP
CIK 0002025964 · last filed Jun 30, 2026
Total AUM
$294M
as of Q2 2026
Holdings
99
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Landing Point Financial Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
FBND
FIDELITY TOTAL BOND ETF
$47M1.0M16.1%
02
IVV
ISHARES CORE S&P 500 ETF
$40M53K13.6%
03
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
$18M271K6.3%
04
CORO
ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF
$17M452K5.6%
05
AAPL
APPLE INC COM
$12M41K4.0%
06
IVW
ISHARES S&P 500 GROWTH ETF
$12M85K4.0%
07
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
$11M117K3.8%
08
FESM
FIDELITY ENHANCED SMALL CAP CORE ETF
$10M202K3.3%
09
BAI
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
$9M165K3.0%
10
THRO
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
$8M190K2.8%

Filing history

2026Q2Jun 30
$294M 42.8%
99 positionsView →
2026Q1Mar 31
$206M 2.8%
93 positionsView →
2025Q4Dec 31
$201M 4.5%
83 positionsView →
2025Q3Sep 30
$192M 20.9%
86 positionsView →
2025Q2Jun 30
$159M 20.3%
69 positionsLocked
2025Q1Mar 31
$132M 0.6%
69 positionsLocked
2024Q4Dec 31
$131M
69 positionsLocked